See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,135 | $91,407+69.7% | $135,903+14.2% | $71,457+117.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 29.78% | 29.90%-0.1pp | 68.23%-38.5pp | 28.85%+0.9pp |
| Employer contribution / active EE | $2,098 | $3,703-43.4% | $4,856-56.8% | $2,588-18.9% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $2 | $1,266-99.9% | $10,762-100.0% | $1,587-99.9% |